Ledge Wealth Management’s Tesla TSLA Stock Holding History

Ledge Wealth Management’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-904	Closed	-$226K	–	66
2023 Q3	$226K	Buy	904 +99	+12%	+$25.4K	0.1%	58
2023 Q2	$211K	Sell	805 -341	-30%	-$68.2K	0.1%	59
2023 Q1	$238K	Buy	+1,146	New	+$200K	0.11%	60
2022 Q4	–	Sell	-1,109	Closed	-$294K	–	74
2022 Q3	$294K	Sell	1,109 -235	-17%	-$65.6K	0.18%	58
2022 Q2	$302K	Buy	1,344 +60	+5%	+$16.4K	0.19%	60
2022 Q1	$461K	Buy	+1,284	New	+$400K	0.29%	55

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ledge Wealth Management's TSLA Position: Q4 2023 in Review

Ledge Wealth Management sold out of Tesla (TSLA) in Q4 2023, closing a stake of 904 shares — an estimated $226K sold.

Ledge Wealth Management first reported a position in TSLA in Q1 2022 and held it in 6 quarters. The position peaked at $461K in Q1 2022. 3,147 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

Ledge Wealth Management reported no remaining Tesla position as of Q4 2023 after selling out during the quarter.
Ledge Wealth Management sold 904 Tesla shares in Q4 2023, an estimated $226K.
Ledge Wealth Management first reported a position in Tesla in Q1 2022 and held it in 6 quarters.
Ledge Wealth Management's Tesla position peaked at $461K in Q1 2022.
3,147 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.